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Reegan Rae

Board Director at Coldstream Capital Management

Investment adviser registrationPortland, ORSEC record checked 18 October 2026

18
Years in the industry
2
Years at the firm
5
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Reegan Rae is Board Director of Coldstream Capital Management Inc, a Bellevue investment adviser managing $13.9B. Reegan Rae has been registered through Coldstream Capital Management since 10 July 2024, has 18 years in the industry across 5 firms and has passed the Series 7, Series 66 and Series 24.

Role at Coldstream Capital Management

Title on Schedule A
Board Director
Control
Reegan Rae is not a control person of Coldstream Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Reegan Rae has held the filed role since November 2024.

The firm

Coldstream Capital Management Inc
Bellevue, WA

Form ADV filed 19 August 2026

$13.9B AUM4,386 clients166 advisers10 offices

Career on record

Reegan Rae has been registered through Coldstream Capital Management since July 2024, and before that through Arnerich Massena, Inc., Irvington Capital LLC, M Holdings Securities, Inc. and Axa Advisors, LLC.

Firms and exams, newest first
  1. Coldstream Wealth ManagementCurrent
    – present · 2 years
    Portland, OR · Adviser representative · Firm CRD 108805
  2. Arnerich Massena, Inc.
    – · 3 years
    Portland, OR · Adviser representative · Firm CRD 116395
  3. Arnerich Massena, Inc.
    – · 9 years
    Portland, OR · Adviser representative · Firm CRD 116395
  4. Irvington Capital LLC
    – · 1 year
    Portland, OR · Adviser representative · Firm CRD 147054
  5. Passed Series 24 · 2009
  6. M Holdings Securities, Inc.
    – · 2 years
    Portland, OR · Adviser representative · Firm CRD 43285
  7. Axa Advisors, LLC
    – · 2 years
    Portland, OR · Adviser representative · Firm CRD 6627
  8. Passed Series 66 · 2005
  9. Passed Series 7 · 2004

Registrations and exams

Reegan Rae has a current investment-adviser registration in Oregon and Washington and has passed 3 qualifying exams.

Oregon10 July 2024
Scope
Investment adviser representative
Status
Approved
Washington23 December 2024
Scope
Investment adviser representative
Status
Approved

Examinations

Series 668 June 2005
Name
Uniform Combined State Law Examination
Series 2411 December 2009
Name
General Securities Principal Examination
Series 723 December 2004
Name
General Securities Representative Examination

Individual record

Full name
Reegan Elizabeth Rae
CRD
4775840
Firm
Coldstream Capital Management Inc
Registration status
Investment adviser registration
Office
650 NE Holladay St, #1500, Portland, OR 97232
Firm bio
coldstream.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Reegan Rae is a Coldstream team lead and wealth manager who works with clients on wealth planning and legacy planning. Official firm biography

Education

Common questions

Where does Reegan Rae work?

Reegan Rae has been Board Director of Coldstream Capital Management Inc since November 2024.

Source: Form ADV, Schedule A, filed 19 August 2026

Is Reegan Rae a financial advisor?

Yes. Reegan Rae has a current investment-adviser registration in Oregon and Washington, through Coldstream Capital Management since July 2024, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Reegan Rae have?

Reegan Rae has worked in the financial industry for 18 years as of 18 October 2026, counted from 16 February 2008, across 5 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Reegan Rae passed?

Reegan Rae has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2004.

Source: IAPD individual record, checked 18 October 2026

Where did Reegan Rae work before Coldstream Capital Management?

Before Coldstream Capital Management, Reegan Rae was registered through Arnerich Massena, Inc., June 2012 to December 2020; Irvington Capital LLC, February 2011 to July 2012; M Holdings Securities, Inc., October 2008 to February 2011; Axa Advisors, LLC, October 2006 to August 2008.

Source: IAPD individual record, checked 18 October 2026

Where is Reegan Rae based?

Reegan Rae’s registered office is in Portland, OR.

Source: IAPD individual record, checked 18 October 2026

Leadership at Coldstream Capital Management

Sources

  1. IAPD individual record, CRD 4775840. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Coldstream Capital Management Inc, filed 19 August 2026. Title, control and ownership bands.
  3. Coldstream Capital Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Reegan Rae or Coldstream Capital Management Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.